WILCX Mutual Fund

WILCX Mutual Fund

NAV$13.07
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Showing the top 10 of 39 holdings · as of Mar 31, 2026
Top 10 weight
35.70%
WILCX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
FP
Total Se
4.46%		4.5%78,000$7.16M--
2
JNJ
Johnson & Johnson -Health Care · Pharmaceuticals
4.42%		8.9%29,000$7.09MHealth CarePharmaceuticals
Share changes, sector and industry · Pro
3
C
Citigroup Inc.
3.89%		12.8%55,000$6.24M
4—JPMorgan Securities LLC
3.67%		16.4%20,000$5.88M
5
NVS
Novartis Ag Ordinary Shares
3.44%		19.9%36,000$5.53M
6
EXC
Exelon
3.30%		23.2%108,000$5.29M
7—Kt&G Corp
3.28%		26.5%49,000$5.27M
8
DUK
Duke Energy Corp
3.26%		29.7%40,000$5.24M
9
CVX
Chevron Corp
3.09%		32.8%24,000$4.97M
10—United Overseas Bank Ltd. United Overseas Bank Limited
2.89%		35.7%162,000$4.64M
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Themes in the top 10
PharmaceuticalsMedical DevicesGlobal BankingDigital BankingPaymentsLending & CreditAsset ManagementInfrastructureEnergy SecurityEnergy TransitionClean EnergyClimate SolutionsEnvironmental Solutions

WILCX Mutual Fund Top Holdings

WILCX holdings top 10 positions. The top 10 holdings account for 35.7% of the fund, led by Total Se at 4.5%, Johnson & Johnson - Common at 4.4%, Citigroup Inc. at 3.9%.

WILCX portfolio concentration is moderate, with the top 10 representing 35.7% of total assets. The largest sector exposure is Health Care at 9.9%.

WILCX sectors provide a detailed breakdown. WILCX overlap shows how holdings compare to other funds in your portfolio.